Stock news timeline · BAJFINANCE

Bajaj Finance Stock News

Latest Bajaj Finance stock news and related company updates.

Company
Bajaj Finance
BSE Code
500034
NSE Symbol
BAJFINANCE
Exchange
BSE, NSE

14 Oct 2026 – 12 Nov 2026 · Times in IST

Timeline updates
44
Bullish
17
Neutral
22
Bearish
5
Active days
13

News timeline

Showing 44 of 44 updates · Newest first

Thursday, 12 Nov 20262 updates

AI sentiment: Bullish 91% confidence

Bajaj Finance Up 3% on QIP Launch

Bajaj Finance stock gained around 3% in today's session. The gain follows the launch of its qualified institutional placement (QIP). Source: ScoutQuest

AI sentiment: Neutral 85% confidence

Bajaj Finance Deal at a Discount

Bajaj Finance deal is priced at a discount to its previous closing price of Rs 1,078. The deal involves equity dilution of nearly 1.8% of total pre-issue outstanding capital at the base price. Source: ScoutQuest

Wednesday, 11 Nov 20263 updates

AI sentiment: Neutral 88% confidence

Bajaj Finance Opens QIP at ₹992.3

Bajaj Finance opened its QIP of equity shares with a floor price set at ₹992.3 per share. The company may offer up to a 5% discount on the floor price to decide the final issue price. Source: ScoutQuest

AI sentiment: Neutral 81% confidence

Bajaj Finance Redeems ₹750 Cr CP

Bajaj Finance has redeemed commercial paper worth ₹750 crore on its due maturity date. The repayment was made on November 11, 2026, in compliance with terms of issuance and SEBI regulations. Source: BSE

AI sentiment: Neutral 91% confidence

Bajaj Finance Plans ₹11,700 Cr QIP

Bajaj Finance may launch an 11,700 crore rupee QIP this week to raise growth capital amid strong institutional interest. The move follows a 5,800 crore rupee warrant issue to Bajaj Finserv under its 17,500 crore rupee fundraising plan. Source: ScoutQuest

Thursday, 05 Nov 20261 update

AI sentiment: Neutral 46% confidence

Nifty Bank & Finance Stocks Surge

Nifty Bank jumped 3.5% and Financial Services surged 4.3%, driven by falling crude oil prices and easing bond yields. Bajaj Finance rallied 7.5%, while IndusInd Bank and ICICI Bank gained over 5% each amid renewed foreign investor buying. Source: Business Standard

Wednesday, 04 Nov 20262 updates

AI sentiment: Neutral 50% confidence

Bajaj Finance Sets NCD Record Dates

Bajaj Finance announced record dates for annual interest payments and principal redemption on its privately placed NCDs. The NCDs carry an 8.7% annual interest rate, with issue sizes of Rs 807.5 Cr and Rs 1,262 Cr. Source: BSE

AI sentiment: Neutral 87% confidence

Bajaj Finance Clears QIP, Warrants

Bajaj Finance shareholders approved issuing warrants on a preferential basis to promoter Bajaj Finserv with 99.6% votes in favour. Shareholders also cleared the special resolution for issuance of securities via Qualified Institutions Placement with 100.0% approval. Source: BSE

Monday, 02 Nov 20261 update

AI sentiment: Neutral 90% confidence

Bajaj Finance EGM on QIP, Warrants

Bajaj Finance held an EGM to consider preferential warrant issuance to Bajaj Finserv and a QIP. E-voting results and the Scrutiniser's Report will be filed with stock exchanges within two working days. Source: ScoutQuest

Wednesday, 28 Oct 20261 update

AI sentiment: Neutral 82% confidence

Bajaj Finance to Raise ₹3,500 Cr

Bajaj Finance plans to raise up to 35 billion rupees by issuing multiple-tenor bonds. The offer includes a 22.5 billion rupee greenshoe option, maturing in three years two months and five years. Source: MarketScreener

Tuesday, 27 Oct 20262 updates

AI sentiment: Neutral 58% confidence

NBFCs Tighten Rural Lending

NBFCs including Bajaj Finance tighten lending in drought-hit rural markets to reduce credit risk. Lenders like Shriram Finance and M&M Finance are monitoring vulnerable districts and curbing exposure. Source: Livesquawk

AI sentiment: Bullish 50% confidence

NBFCs tighten lending in drought-hit rural markets, with Bajaj Finance, Shriram Finance and M&M Finance monitoring vulnerable districts and curbing exposure.- Newspaper

Thursday, 22 Oct 20261 update

AI sentiment: Neutral 77% confidence

Bajaj Fin Flags Gold Loan Stress

Bajaj Finance and Piramal Finance flagged early signs of stress and repayment delays in India's gold loan market. Lenders raised concerns over lending to borrowers who are already overdue on loans from other financial institutions. Source: Business Standard

Wednesday, 21 Oct 202621 updates

AI sentiment: Neutral 81% confidence

Bajaj Finance Redeems ₹100 Cr CP

Bajaj Finance confirmed the timely redemption of commercial paper worth ₹100 crore on its due date. The redeemed commercial paper bore ISIN INE296A14I42 and matured on 21 October 2026. Source: BSE

AI sentiment: Neutral 79% confidence

Bajaj Finance Faces Q2 Asset Stress

Bajaj Finance saw Q2 NIM decline 10-12 bps with rising stage two and three assets signaling asset quality stress. The company set aside 337 crore rupees in macroeconomic provisions, while insurance draft norms remain an overhang. Source: ScoutQuest

AI sentiment: Bearish 93% confidence

Bajaj Finance Drops 3% on Margin Woes

Bajaj Finance led Nifty losses, dropping over 3%. The decline was driven by concerns regarding its margin outlook. Source: ScoutQuest

AI sentiment: Bullish 91% confidence

HDFC Sec Sees 64% Upside in Sobha

HDFC Securities retained ratings on eight stocks, hiking target prices for Union Bank to Rs 210 and LTTS to Rs 3,700. Buy ratings were retained on Sobha, Oberoi Realty, UltraTech Cement, and Bajaj Finance, with Sobha offering 64% upside. Source: NDTV Profit

AI sentiment: Bearish 94% confidence

Bajaj Finance Drops 3.5% on Margin Woes

Bajaj Finance dropped 3.5% due to 10-12 bps margin compression and higher stage two and three assets. Chakri Lokpriya recommended avoiding the stock, citing expensive valuations, margin pressure, and short-term loan risks. Source: ScoutQuest

AI sentiment: Neutral 91% confidence

Bajaj Finance Allots ₹2,120 Cr NCDs

Bajaj Finance allotted 2.12 lakh zero-coupon secured NCDs worth Rs 2,120 crore on a private placement basis. The debentures mature on 21 October 2031 with a 1,826-day tenure and will list on BSE. Source: ScoutQuest

AI sentiment: Bearish 47% confidence

Bajaj Finance Drags Nifty Post Results

Bajaj Finance emerged as the biggest dragger on Nifty 50 following results released the previous day. The stock witnessed further declines in the final minutes of trade. Source: ScoutQuest

AI sentiment: Bearish 90% confidence

Bajaj Finance Falls 3% Despite 29% Profit Jump

Bajaj Finance shares fell 3% despite reporting a 29% growth in profit. Brokerages are cutting target prices on the stock following the earnings announcement. Source: Zee Business

AI sentiment: Bullish 68% confidence

Bajaj Finance Gets 4 'Buy' Ratings

Four brokerage houses issued buy recommendations on Bajaj Finance following its quarterly results. Source: CNBC-AWAAZ

AI sentiment: Bullish 92% confidence

NBFC Gold Loans Double to ₹1 Lakh Cr

Gold loan portfolios at Bajaj Finance, HDB, L&T Finance, and IIFL Finance nearly doubled YoY to ₹1 lakh crore. The surge is driven by NBFCs shifting toward secured lending amid rising gold prices. Source: The Hindu Business Line

AI sentiment: Neutral 68% confidence

Bajaj Finance Eyes 25% Profit Growth

Bajaj Finance targets 22-25% profit growth and a Return on Equity of 19-21%. The company is sticking to its guidance plans despite facing current challenges. Source: Livesquawk

AI sentiment: Bearish 79% confidence

Bajaj Finance Warns of Margin Dip

Bajaj Finance projects a 10-15 bps margin decrease this year due to potential rate hikes. The company plans nearly 2,800 standalone gold loan branches and 118 agentic applications with 600 agents. Source: Livesquawk

AI sentiment: Neutral 69% confidence

Bajaj Finance: Sets Profit Growth Target of 22-25% and Return on Equity of 19-21%, Sticking to Plans Despite Challenges.

AI sentiment: Neutral 36% confidence

Bajaj Finance: Expects Slight Margin Reductions This Year, Projecting A 10-15 Basis Points Decrease Due To Potential Rate Hikes. The Company Plans To Have Nearly 2,800 Standalone Gold Loan Branches By Year-End And Aims To Launch 118 Agentic Applications With 600 Agents.

AI sentiment: Bullish 76% confidence

Bajaj Finance: Expects 26-27% AUM Growth and to Gain 18-20 Million Customers for FY'27

AI sentiment: Bullish 87% confidence

CLSA Retains 'Outperform' on Bajaj Finance, Sets ₹1,300 Target

CLSA maintains Outperform on Bajaj Finance with a target of ₹1,300, citing 26% AUM growth and raised FY27 guidance. Adjusted Q2 PBT beat estimates by 4%, but expected rate hikes could pressure margins amid equity capital raising. Source: Livesquawk

AI sentiment: Bullish 87% confidence

Bajaj Finance: CLSA on Bajaj Finance Maintains Outperform, Target Price ₹1,300; Q2FY27 PBT was in line and 4% above estimates after adjusting for a ₹3.4bn macro provision; AUM growth accelerated to 26% YoY and FY27 guidance rose to 26–27%, while net slippage improved 110bps YoY; rate hikes may pressure margins, and equity capital is being raised to fund growth and manage leverage above 5x.

AI sentiment: Bullish 94% confidence

Bajaj Finance: JPMorgan on Bajaj Finance Maintains Overweight, Target Price ₹1,260; Q2 NII rose 24% YoY to ₹133.3bn and PAT increased 29% to ₹62.7bn, both in line with estimates; higher FY27 loan growth guidance of 26–27%, benign asset quality and AI-led operating leverage support its best-in-class earnings compounder view and projected 21% FY27–29 earnings CAGR.

AI sentiment: Bullish 90% confidence

Bajaj Finance: Nomura on Bajaj Finance Maintains Buy, Target Price ₹1,270; Q2FY27 profit was in line, while FY27 loan growth guidance rose to 26–27%; expects credit costs in H2 to match H1, flags marginal NIM pressure from rising rates, trims EPS estimates by 2–3% and forecasts FY28–29 ROA/ROE of 4.2%/19.9%.

AI sentiment: Bullish 87% confidence

Bajaj Finance: HSBC on Bajaj Finance Maintains Buy, Target Price ₹1,270; segment-leading performance continues, with MSME loan growth expected to revive; management has levers to offset potential revenue headwinds and protect FY28–29 ROA/ROE, while a potential capital raise could support growth and profitability.

AI sentiment: Neutral 80% confidence

Bajaj Finance Raises AUM Guidance

Bajaj Finance shares are in the spotlight following Q2 results and higher AUM guidance. The company also faces attention amid ongoing margin pressure. Source: ScoutQuest

Tuesday, 20 Oct 20263 updates

AI sentiment: Neutral 84% confidence

Bajaj Finance Gold Loans Double

Bajaj Finance's gold loan book doubled to Rs 24,000 crore, while Stage 2 assets spiked to Rs 1,100 crore. The lender discontinued short-tenor three-month schemes to curb accidental delinquencies, shifting toward 12-month loan tenures. Source: NDTV Profit

AI sentiment: Bullish 85% confidence

Bajaj Finance: Up to 23% Upside Post Q2

Brokerages project up to 23% upside for Bajaj Finance's share price target following its Q2 results. Source: ET NOW

AI sentiment: Bullish 77% confidence

Bajaj Finance Hikes FY27 AUM Target to 27%

Bajaj Finance raised its FY27 AUM growth guidance by 4% to 27% following its Q2 results. The NBFC will however retain its medium-term growth guidance of 23% to 25%. Source: Moneycontrol

Monday, 19 Oct 20265 updates

AI sentiment: Bullish 55% confidence

Bajaj Finance to Halve Risky Loans

Bajaj Finance is halving new loans to customers with three or more lending relationships to 3.5% by March 2027. The reduction in fresh lending comes amid growing concerns over customer indebtedness. Source: ScoutQuest

AI sentiment: Bullish 90% confidence

Bajaj Finance AI Loans Surge 112%

Bajaj Finance's AI-driven loans surged 112% YoY to Rs 2,744 crore in Q2, with AI agents rising to 130. Operating cost ratio improved 10 bps to 33%, while management projects a 25 to 40 bps improvement by FY27. Source: NDTV Profit

AI sentiment: Neutral 79% confidence

Bajaj Finance PAT Misses Estimates

Bajaj Finance consolidated profit rose YoY to ₹6,266 Cr from ₹4,875 Cr, missing the ₹6,370 Cr estimate. Consolidated NII increased YoY to ₹13,334 Cr from ₹10,784 Cr, beating expectations of ₹13,210 Cr. Source: Zee Business

AI sentiment: Neutral 74% confidence

Bajaj Finance Reports Q2 Results

Bajaj Finance announced Q2 results, highlighting consolidated PPOP, impairments update, and performance versus ET NOW poll. Source: ET NOW

AI sentiment: Bullish 89% confidence

Bajaj Finance Q2 NPAs Rise to 1.4%

Bajaj Finance reported weakening asset quality in Q2, with GNPA rising to 1.4% from 1.0% QoQ. Net NPA for the quarter also increased to 0.6% compared to 0.4% QoQ. Source: Livesquawk

Sunday, 18 Oct 20261 update

AI sentiment: Bullish 78% confidence

Bajaj Finance Q2 Profit May Jump 29%

Bajaj Finance's Q2 net profit may jump 29%, driven by strong loan growth lifting earnings. Net interest income is projected to rise 24% during the second quarter. Source: The Economic Times

Friday, 16 Oct 20261 update

AI sentiment: Neutral 82% confidence

Bajaj Finance to Raise ₹3,500 Cr

Bajaj Finance plans to raise up to 35 billion rupees through five-year zero-coupon bonds. The proposed bond issuance includes a greenshoe option of 20 billion rupees, according to bankers. Source: MarketScreener